Saved Search to Display List of Customers with Re-Assigned Sales Reps
- Navigate to Reports > Saved Searches > All Saved Searches> New
- Select Customer
- Under the Criteria tab, set the following:
•System Notes Field...: Field is Sales Rep
•System Notes Fields...Type is Change
•System Notes Fields... Date (specify the appropriate date range)
- Under Results tab, set the following:
•Name: Group
•System Notes : Old Value: Group
•System Notes : New Value: Group
•System Notes : Date: Group
•System Notes : Set by: Group
•Sales Rep: Group (This field will show the current sales rep on the customer record)
- Under Available Filters tab, set the following:
•System Notes : Old Value: Yes
*this will allow you to filter the results and show only the list where the old sales rep value is Suzie Volcevski
- Click Save&Run.
Note: If the sales Rep for a given customer has been changed multiple times, the search will show each change instance.